Retire With Purpose - The Retirement Podcast
Casey Weade
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life.
Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve.
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.
©2024 HOWARD BAILEY FINANCIAL, INC.
Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you’ve always imagined and deserve.
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.
©2024 HOWARD BAILEY FINANCIAL, INC.
Episodes
Mentioned books
15 snips
Aug 29, 2025 • 19min
518: Beyond Investment Risk: Why Income Risk Could Change Your Retirement Plan
Explore the often-overlooked concept of income risk in retirement planning. Discover why traditional financial models might leave you exposed and how they can be enhanced by personalizing your strategies. Learn about different types of income risks and their implications, especially for younger investors. Gain insights on how to adjust your investment strategies based on your proximity to retirement and individual circumstances. The conversation emphasizes the importance of preparing for income disruptions in an ever-changing economy.
22 snips
Aug 22, 2025 • 32min
517: Freedom After 50: The Need for Next—Finding Meaning Beyond Milestones
Les McDaniel, a certified retirement coach, joins Casey Weade to delve into the quest for fulfillment post-retirement. They discuss how many retirees fall into the traps of status and pleasure-seeking, and share practical strategies for reclaiming purpose and connection. Listeners will discover the 'need for next' mindset and the 'good enough' principle to foster more meaningful lives. The conversation also highlights the importance of generational impact and how to build wealth with intention for future generations.
10 snips
Aug 15, 2025 • 21min
516: Mind the Inflation Gap: Why Forecasts Fail and How to Hedge Smart
Inflation's unpredictability challenges traditional forecasts. Discover how real assets like real estate and commodities can effectively hedge against inflation. The podcast explores the disconnect between consumer and professional inflation expectations, emphasizing the importance of diversification. Bitcoin's role as 'digital gold' is examined amidst its volatility, raising questions about its reliability. Listeners gain insights on integrating commodities into portfolios and strategic financial planning for retirement.
21 snips
Aug 11, 2025 • 1h 2min
515: The Soul of Wealth: Bridging the Gap Between Money and Happiness with Daniel Crosby, PhD
In this engaging conversation, Dr. Daniel Crosby, a leading psychologist and behavioral finance expert, explores how our emotions and mindset influence wealth and well-being. He discusses the psychological effects of market uncertainty and how political biases can cloud investment decisions. Daniel emphasizes the importance of focusing on controllable factors, the dangers of financial noise, and the pursuit of personal fulfillment beyond wealth alone. He shares insights on creating meaningful connections and embracing life’s impermanence for greater happiness.
10 snips
Aug 8, 2025 • 41min
514: Freedom After 50: You Planned Wisely—But Is Your Money Aligned with What Matters Most?
Les McDaniel, a certified retirement coach at Howard Bailey Financial and co-author of The Wise Wealth Playbook, delves into the balance of wealth and wisdom. He discusses the Wise Wealth Framework, emphasizing the six life 'currencies' that shape true fulfillment. Topics explore aligning financial decisions with personal values, the pursuit of growth and purpose during retirement, and how life's challenges can enhance meaning. Les also shares insights on navigating emotional and financial zones, offering practical tools for improving retirement strategies.
16 snips
Aug 1, 2025 • 49min
513: The One Big Beautiful Bill Act: What It Really Means for Your Retirement Taxes
Discover how the One Big Beautiful Bill Act reshapes your retirement tax landscape. Learn about new standard deductions for seniors and the nuanced implications of capital gains and Social Security taxation. The podcast delves into the evolving tax landscape, including changes to itemized deductions and benefits for 529 plans. Explore the introduction of specialized retirement accounts for children and the potential advantages of Qualified Opportunity Zones. Stay informed on proactive tax planning strategies to maximize your benefits!
16 snips
Jul 25, 2025 • 27min
512: Freedom After 50: The Sunk Cost Fallacies Sinking Your Future Vision
Les McDaniel, a certified retirement coach at Howard Bailey Financial, discusses the often-overlooked sunk cost fallacy that traps retirees in their past. He shares insights on how letting go of outdated investments—be it homes or careers—can lead to newfound freedom. Listeners learn three powerful strategies to move beyond these constraints. McDaniel also introduces the Peace Index, a tool for assessing well-being in retirement, encouraging self-reflection and personal growth through life's transitions.
15 snips
Jul 18, 2025 • 28min
511: Sequence Risk Meets RMDs: The Retirement Trap No One Talks About
Are your Required Minimum Distributions (RMDs) a ticking time bomb for your retirement? Discover how RMDs and sequence of returns risk intertwine, potentially jeopardizing financial security. Explore strategies to optimize withdrawals during market shifts, including the value of timely Roth conversions. Learn why asset allocation and withdrawal timing are crucial in mitigating financial fallout. With expert insights, navigate the complexities of RMDs to safeguard your retirement income and maintain peace of mind.
21 snips
Jul 14, 2025 • 54min
510: Managing Investment Risk When You've Already Won The Game with William Bernstein
William Bernstein, a renowned investment advisor and retired neurologist, shares his wealth of knowledge on managing investment risks for retirees. He argues that money's true purpose is to buy freedom and peace of mind, rather than material goods. Bernstein emphasizes the dangers of continuing to invest after achieving financial goals, discussing deep versus shallow risks. He highlights the psychological aspects of aging in investment decisions and underscores the need for a tailored retirement plan that prioritizes personal fulfillment and meaningful connections.
20 snips
Jul 11, 2025 • 40min
509: Freedom After 50: 7 Practices to Help You Stop Hiding and Start Growing
Les McDaniel, a certified retirement coach, joins Casey Weade to explore personal growth beyond finances as we age. The conversation centers on embracing one’s 'shadow self'—the hidden aspects we often ignore. They discuss how unresolved emotional patterns affect our health and joy, and the importance of self-reflection in retirement. By confronting insecurities and aligning values with actions, listeners can foster deeper connections and find true peace in their second act. Tune in for transformative insights into personal fulfillment.
